Strictly Business
The Asset Class by Strictly Business
A regular feature populated by our finest fund managers, who explain their positioning in the markets, their current asset allocation and their views on future market behaviour. Essential listening for serious, long term investors.
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Strictly Business
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Latest episode
Apr 20, 2026
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Episodes
The Asset Class: Clyde Rossouw - Ninety One 15.05.2025 10:57
Clyde Rossouw, Co-Head of Quality at Ninety One
The Asset Class with Ian Cunningham 14.05.2025 13:55
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
The Asset Class with Daniel Morgan 13.05.2025 15:11
Daniel Morgan is a Multi Asset Analyst at Ninety One.
The Asset Class: Hannes van den Berg 13.05.2025 17:42
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
The Asset Class: John Stopford 12.05.2025 11:39
John Stopford, Head of Multi-Asset Income at Ninety One in London
The Asset Class with Tsitsi Hatendi-Matika 09.05.2025 7:48
Tsitsi is a Client Director at Ninety One in Cape Town.
The Asset Class with Vivienne Taberer 08.05.2025 6:19
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Sumesh Chetty 08.05.2025 11:11
Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.
The Asset Class: Malcolm Charles 07.05.2025 17:09
The Asset Class: Malcolm Charles
The Asset Class: Gail Daniel 06.05.2025 15:18
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town
The Asset Class: Adam Furlan 05.05.2025 11:11
Adam Furlan is portfolio manager at Ninety One in Cape Town.
The Asset Class with Paul Gooden 29.04.2025 15:05
Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.
The Asset Class: Philip Saunders 24.04.2025 30:09
Philip Saunders is Director of the Investment Institute at Ninety One in London
The Asset Class: Philip Saunders 17.03.2025 14:05
Philip Saunders is Director of the Investment Institute at Ninety One in London
Budget 2025: The Short View 12.03.2025 7:39
Budget 2025 with Adam Furlan, portfolio manager at Ninety One in Cape Town.
The Asset Class with Vivienne Taberer 10.03.2025 8:27
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Hannes van den Berg 06.03.2025 13:05
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
The Asset Class with George Chevely 26.02.2025 12:21
George Chevely Portfolio Manager at Ninety One in London
The Asset Class: John Stopford 25.02.2025 7:55
John Stopford, Head of Multi-Asset Income at Ninety One in London
The Asset Class: Malcolm Charles 10.02.2025 12:37
The Asset Class: Malcolm Charles
The Asset Class: Gail Daniel 03.02.2025 13:42
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town
The Asset Class: Ruen Naidu 31.01.2025 9:28
Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.
The Asset Class with Sisamkele Kobus 24.01.2025 10:07
Sisamkele Kobus is a Fixed Income Analyst at Ninety One in Cape Town.
The Asset Class with Jason Borbora-Sheen 16.01.2025 15:18
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
The Asset Class: Philip Saunders 15.01.2025 27:03
Philip Saunders is Director of the Investment Institute at Ninety One in London
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